Paraplanner

Recruitment Connection Ltd
Published
12th November 2020
Location
N/A, Anywhere, United Kingdom
Category
Job Type
Salary
£40000 to £45000
Reference
5090
Region
South East

Description

Paraplanner

London / Home based 

Negotiable basic + benefits.

My client is a leading provider of financial advice for UK residents and also for expatriate clients living in primarily Southern Europe. In response to the high and growing numbers of existing and potential clients they are looking to expand its already successful team.

As part of the role you will act as the company’s pension specialist assisting, supporting and advising the company’s partners and their clients looking to retire overseas and transfer their pension scheme to a new jurisdiction. You will be working with the sales team, providing analysis and report writing on the suitability of making a transfer, information on any relevant compliance changes and updates with regards to the pension transfer market including occupational pension transfers.

Requirements

  • This role would suit an experienced pensions IFA or paraplanner who is diploma qualified and who has experience in pensions and at retirement solutions.
  • Be capable to work both independently and within a team.
  • You must have good verbal and written communication skills.
  • Have a good understanding of the pensions DC space.

The role can be home based but can be in London and may well entail travel to Southern Europe when required albeit not in the current restrictions on travel of course.  This is an excellent opportunity to join a long established and renowned financial advisory company as it looks to expand its services throughout southern Europe.

 Ref: 5090

Apply
Drop files here browse files ...
Captcha

Related Jobs

Paraplanner - Part Time   Leatherhead, United Kingdom
11th February 2019
Share this page: